Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Position Boosted by Integris Wealth Management LLC

Integris Wealth Management LLC raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 522,845 shares of the company’s stock after purchasing an additional 6,937 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 4.5% of Integris Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Integris Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $16,104,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Global Trust Asset Management LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 3.2% in the first quarter. Global Trust Asset Management LLC now owns 42,383 shares of the company’s stock valued at $1,276,000 after buying an additional 1,326 shares in the last quarter. AdvisorNet Financial Inc grew its stake in shares of Dimensional US Small Cap Value ETF by 3,113.0% in the first quarter. AdvisorNet Financial Inc now owns 241,010 shares of the company’s stock valued at $7,254,000 after buying an additional 233,509 shares in the last quarter. Capital Planning LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 19.8% in the first quarter. Capital Planning LLC now owns 30,184 shares of the company’s stock valued at $909,000 after buying an additional 4,986 shares in the last quarter. Fermata Advisors LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 20.7% in the first quarter. Fermata Advisors LLC now owns 55,187 shares of the company’s stock valued at $1,661,000 after buying an additional 9,449 shares in the last quarter. Finally, Evanson Asset Management LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 12.5% in the first quarter. Evanson Asset Management LLC now owns 631,751 shares of the company’s stock valued at $19,016,000 after buying an additional 70,201 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.5 %

NYSEARCA DFSV traded down $0.16 during mid-day trading on Friday, reaching $31.32. 377,044 shares of the company’s stock traded hands, compared to its average volume of 494,313. Dimensional US Small Cap Value ETF has a 1-year low of $23.54 and a 1-year high of $32.29. The company has a fifty day simple moving average of $30.24 and a 200-day simple moving average of $29.61. The company has a market cap of $3.12 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.

Dimensional US Small Cap Value ETF Company Profile

The Dimensional US Small Cap Value ETF (DFSV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in broad and diverse portfolio of US small-cap companies. Stock selection is based on value characteristics and weighted by market capitalization. DFSV was launched on Feb 24, 2022 and is managed by Dimensional.